Quickbooks Integration

Cindy Bell
Cindy Bell Posts: 1
edited July 2022 in Ideas and Product Feedback #1

We absolutely love that we have the ability to create and view Quickbooks invoices from Pipedrive.  The one drawback is only one member of the team is able to view and see status.  This would be super helpful if our sales and production team could see this as well.  Hoping this is in the works and will be available soon!

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  • Jacqueline Roberto
    Jacqueline Roberto Posts: 1
    edited January 2022 #2

    I would love to see this happen!

    This would create so much more clarity across teams and help us work together more fluidly.  Thank you for suggesting this! 

  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited February 2022 #3

    Hi @Accounting Team and @Jacqueline Roberto 

    Currently there are no short term plans to update the integration. However, I'll make sure to connect with the team responsible for the connection and let them know about your suggestions so we can hopefully add those in the future, thanks for sharing!

  • Othon Guilherme Nin
    Othon Guilherme Nin Posts: 4
    edited January 2022 #4
    Mike van der Valk said:

    Hi @Accounting Team and @Jacqueline Roberto 

    Currently there are no short term plans to update the integration. However, I'll make sure to connect with the team responsible for the connection and let them know about your suggestions so we can hopefully add those in the future, thanks for sharing!

    It would be very helpful have more than one admin to be able to use the QBO integration! Please, do that for us! 

  • Adam White_3032
    Adam White_3032 Posts: 3
    edited January 2022 #5

    I'm going to chime in on this too. I had no idea my team couldn't actually see what deals had been invoiced or paid yet. This is an important step of the sales process, especially this year where we have clients taking much longer to pay (which means our sales process is a bit more unpredictable).

    I've currently made a field that I manual update to show the payment status of a deal to the team.

    I think to have more than one user for QBO would be awesome (and quite important), but it seems more surprising to me that Pipedrive can't just pull in the information/copy it over into a place that the rest of the team can see it if we like. I can show the value of a deal in the products at the top, I can see it has been paid/how much, but no one else on the team can.

    It would also be great to see a list of unpaid deals based on this easy invoice data (amount, date sent, paid/not paid) via a filter.

    Thanks,

    -Adam

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